A plan for today, tomorrow and generations to come

Paducah-KY

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jamey Headshot

    Jamey Brown

    Managing Director–Wealth Management

    Financial Advisor

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    CA License #4043039

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      5120 Village Square Drive
      Paducah, KY 42001
      jamey.brown1@ubs.com
      Jamey Brown
      5120 Village Square Drive,Paducah,KY,42001
    • Daniel Headshot 2023

      Daniel Brown

      Senior Vice President–Wealth Management

      Financial Advisor

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      • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Exit Planning Advisor
        • CERTIFIED FINANCIAL PLANNER™
        5120 Village Square Drive
        Paducah, KY 42001
        dan.brown@ubs.com
        Daniel Brown
        5120 Village Square Drive,Paducah,KY,42001
      • Steve Headshot 2023

        Steven Kelsey

        Senior Vice President–Wealth Management

        Financial Advisor

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            • Chartered Retirement Planning Counselor
            5120 Village Square Drive
            Paducah, KY 42001
            steven.kelsey@ubs.com
            Steven Kelsey
            5120 Village Square Drive,Paducah,KY,42001
          • Lydia Headshot 2023

            Lydia May

            First Vice President–Wealth Management

            Financial Advisor

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            • AL
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            • DC
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            • OK
            • OR
            • PA
            • RI
            • SC
            • TN
            • TX
            • UT
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            • WI
            • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              • CERTIFIED FINANCIAL PLANNER™
              5120 Village Square Drive
              Paducah, KY 42001
              lydia.may@ubs.com
              Lydia May
              5120 Village Square Drive,Paducah,KY,42001
            • Wendy Kester

              Wendy Kester

              Senior Vice President–Wealth Management

              Financial Advisor

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              • WY
              • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
              • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                • Certified Exit Planning Advisor
                • CERTIFIED FINANCIAL PLANNER™
                5120 Village Square Drive
                Paducah, KY 42001
                wendy.kester@ubs.com
                Wendy Kester
                5120 Village Square Drive,Paducah,KY,42001
              • Jason Headshot 2023

                Jason Straub

                Financial Advisor

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                • AL
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                • CO
                • CT
                • DC
                • FL
                • GA
                • HI
                • IA
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • MS
                • NC
                • OH
                • OK
                • OR
                • PA
                • RI
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    5120 Village Square Drive
                    Paducah, KY 42001
                    jason.straub@ubs.com
                    Jason Straub
                    5120 Village Square Drive,Paducah,KY,42001
                  • Kristy Headshot 2023

                    Kristy Taliaferro

                    Authorized Officer

                    Senior Wealth Strategy Associate

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                    • FL
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                    • KY
                    • MI
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                    • OK
                    • TN
                    • VA

                          5120 Village Square Drive
                          Paducah, KY 42001
                          krista.taliaferro@ubs.com
                          Kristy Taliaferro
                          5120 Village Square Drive,Paducah,KY,42001
                        • Debbie Headshot 2023

                          Debra Sommer

                          Senior Client Associate

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                                  5120 Village Square Drive
                                  Paducah, KY 42001
                                  debra.sommer@ubs.com
                                  Debra Sommer
                                  5120 Village Square Drive,Paducah,KY,42001
                                • Melissa Headshot 2023

                                  Melissa Breeden

                                  Wealth Management Associate

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                                  • KY

                                        5120 Village Square Drive
                                        Paducah, KY 42001
                                        melissa.breeden@ubs.com
                                        Melissa Breeden
                                        5120 Village Square Drive,Paducah,KY,42001
                                      • Lisa Highfil

                                        Lisa Highfil

                                        Senior Wealth Strategy Associate

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                                              5120 Village Square Drive
                                              Paducah, KY 42001
                                              lisa.highfil@ubs.com
                                              Lisa Highfil
                                              5120 Village Square Drive,Paducah,KY,42001
                                            • Adrienne Headshot

                                              Adrienne Yeager

                                              Wealth Management Associate

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                                              • KY

                                                    5120 Village Square Drive
                                                    Paducah, KY 42001
                                                    adrienne.yeager@ubs.com
                                                    Adrienne Yeager
                                                    5120 Village Square Drive,Paducah,KY,42001
                                                  • DB

                                                    Debra Bolen

                                                    Client Associate

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                                                            5120 Village Square Drive
                                                            Paducah, KY 42001
                                                            debra.bolen@ubs.com
                                                            Debra Bolen
                                                            5120 Village Square Drive,Paducah,KY,42001

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